Case studies · E-commerce, marketplace & SaaS

Three businesses sold completely different things — and lost money in exactly the same place.

One sells $4,000 saunas. One sends cleaners to your house. One writes collision estimates in body shops across the US. None of them had a traffic problem. All three were bleeding revenue in the gap between “interested” and “paid” — and all three fixed it with software built from Manila.

1,000+
SKUs merchandised
60,000+
Bookings on the platform
48
Tables in the marketplace model
4.9 / 5
Customer rating
The pattern

Everybody audits the marketing. Almost nobody audits the 90 seconds after the click.

When revenue flattens, the first instinct is to look at acquisition — creative, keywords, budget, targeting. It's the most measurable thing on the board, so it gets all the attention.

But in the builds below, acquisition was not the constraint. The constraint was that the business could not absorb the demand it already had. A product page that couldn't answer a $4,000 question. A booking flow that needed a phone call to finish. An estimate that took days to get approved because it lived on paper.

You can't out-spend a system that drops the customer. You can only out-build it.

Here's what that looked like in practice — three industries, one playbook.

Case 01 · High-ticket e-commerce

The Sauna Solution LLC

An authorized dealer for premium sauna, steam and cold-plunge brands — cabins, heaters, controls and accessories, most of them freight-shipped, many of them over $4,000, all of them governed by manufacturer pricing rules.

Sector
Wellness retail
Model
DTC + trade
Catalog
1,000+ SKUs
Scope
Storefront · Merchandising · B2B

The bottleneck

A $4,000 sauna is not an impulse purchase, and it isn't a t-shirt. Before anyone buys one, they need to know: will it fit the space I have, what size heater does that need, what will freight cost to my address, can I finance it, and is this price actually the best price?

Answer none of those on the page and the buyer does the only thing left — they open a competitor's tab. High-ticket e-commerce doesn't lose customers at the checkout button. It loses them three scrolls above it.

Behind the storefront the problem compounds: a catalog spanning a dozen brands, each with its own MAP rules, cost changes and lead times. Repricing by hand is how margin disappears quietly, one spreadsheet at a time.

High-ticket product page with heater-size configurator, freight and financing
Product page rebuilt around the buyer's real questions: size configurator, freight, financing, price-match and a route to a human — before the add-to-cart.

What we built

The principle: every objection that would otherwise trigger a phone call gets answered on the page. The ones that genuinely need a human get routed to one in a single click, instead of being abandoned.

  • Spec configurator — room dimensions in, correct heater kW out. Kills the most expensive return in the category.
  • Freight + financing in the buying decision — surfaced on the product page, not discovered at step four of checkout.
  • Price-match promise, wired in — a claim form that routes to a queue, so the promise is operationally real instead of decorative.
  • Expert handoff — "talk to a sauna expert" as a first-class path for the buyers who need reassurance before a four-figure commitment.
Catalog and pricing rules engine with margin and stock visibility
Merchandising back office: bulk price rules by brand, MAP compliance, live margin and lead-time visibility across the catalog.

Behind it, a merchandising layer that does the arithmetic nobody has time for: bulk price rules by brand or category, margin floors, MAP compliance, low-stock and lead-time flags. Pricing stops being a monthly fire drill and becomes a setting.

B2B trade portal with tiered pricing, quotes and freight estimator
The trade channel: tiered pricing, quick-order, quote requests, spec sheets and a freight estimator that quotes to the job site.

Then the part most retailers in this category leave on the table entirely — the trade channel. Builders, spa dealers and contractors buy in volume, repeat, and don't need convincing. They need tiered pricing, quotes, spec sheets and freight to a job site. A self-serve portal turns that into repeat wholesale revenue without hiring a single salesperson.

The storefront stopped being a brochure and became the salesperson.

Why it works

Nothing here is exotic. It's the discipline of answering the buyer's next question at the moment they ask it — and building the back office so the answer stays true as costs, stock and MAP rules move underneath you.

Case 02 · Two-sided marketplace

The Home Clean Solution

A residential cleaning marketplace: homeowners on one side, background-checked cleaning pros on the other, and a promise that sits between them — book online in 60 sec, pay when you're happy, every clean guaranteed.

Sector
Home services
Model
Two-sided marketplace
Portals
4 (customer · pro · staff · admin)
Data model
48 tables

The bottleneck

A services marketplace has a harder job than a store. A store has to take money. A marketplace has to take money, then reliably produce a human at a stranger's front door at 9:00 AM — and be trusted enough that the stranger books again.

Do that on spreadsheets and a group chat and the failure modes are brutally predictable: double-booked crews, a no-show nobody logged, a customer who has to phone in to reschedule, a pro who doesn't know what they earned this week, and a dispute that comes down to one person's word against another's.

Every one of those is a refund, a one-star review, or a customer who quietly never rebooks — and none of them are visible in a marketing dashboard.

Booking wizard with live quote and instant availability
The booking wizard: home details in, live quote out, availability confirmed by ZIP — a complete booking without a phone call.

What we built

One system, four audiences, each seeing only what they need — and the same underlying data, so nobody reconciles anything by hand.

  • Customer — instant quote, ZIP-level availability, booking in under a minute, self-serve reschedule, saved plan, referrals and visit history.
  • Pro — a mobile app with the day's jobs, room checklists, photo proof, GPS check-in and transparent earnings.
  • Ops — auto-matching on skill, zone, rating and capacity, live job states, routing, and exception-only management.
  • Finance — collection, escrow, platform fee, provider payouts and a double-entry ledger that an accountant will actually accept.
Dispatch and operations console with map, job queue and crew capacity
Dispatch & ops: the job assigns itself, the customer is told who's coming, and the ops lead manages exceptions instead of the whole board.

The dispatch console is where the marketplace stops being a directory and becomes a service. A booking lands, the system matches the right pro on skill, zone, rating and remaining capacity, routes the day, and pushes status to the customer — assigned, en route, in progress, complete. Nobody has to be the air-traffic controller.

Field app for cleaning pros with checklist, photo proof and earnings
The pro app: today's jobs, room checklist, before/after photo capture and live earnings — the two things that keep good pros on a platform.

Supply-side retention is the quiet killer in marketplaces. Pros leave over two things: unclear pay and chaotic scheduling. So the app makes both boring — the day is laid out, the checklist is explicit, the photos close the job, and the earnings number is always current.

Marketplace finance: escrow, platform fee, provider payouts and ledger
Money, built in from day one: collect, hold in escrow, take the platform fee, pay the provider, post every leg to a real ledger.

Most marketplace builds bolt the money on last and bleed for years afterwards — reconciling payouts in spreadsheets, arguing about fees, unable to answer "how much did we actually make in March?" We build it in from the first sprint, because it's the one part that can't be retrofitted cheaply.

Provider vetting pipeline, ratings distribution and guarantee queue
Trust as a system: multi-stage vetting with an audit trail, ratings drift alerts, and a guarantee queue with resolution SLAs.

And because one bad provider costs more than ten good ones earn, quality is a pipeline rather than a policy: multi-stage screening with an auditable trail, ratings distribution watched for drift, and a guarantee queue so "we'll make it right" has a workflow behind it instead of a hope.

Customer account portal with plan, history and referrals
The customer account: next visit, plan management, service history and referrals — the surface that turns one clean into a subscription.
Acquisition gets the first clean. The system gets the next forty.

That's the whole economic argument. In recurring services, the second, fifth and twentieth booking are where the margin lives — and they're won by reliability, not by advertising.

Case 03 · B2B SaaS

AutoEstimate Pros

An estimating and insurance-supplement platform for US auto-repair professionals — collision shops, mechanical shops, mobile techs and fleets. From the first damage photo to the approved estimate to the paid invoice, in one system.

Sector
Auto repair (US)
Model
Multi-tenant SaaS
Scope
Estimate → approval → invoice
Live at
autoestimatepros.com

The bottleneck

A repair shop's estimate is its sales document — and in most shops it's a spreadsheet, a carbon pad or a $300-a-month legacy tool built for insurers, not for the shop. Writing one takes too long, getting the customer to approve it takes days of phone tag, and the supplement — the extra damage found once the panel comes off — is where shops quietly leave thousands on the table because documenting it is a chore.

Every un-approved estimate is a car sitting on the lift, earning nothing. Every undocumented supplement is work the shop did for free.

AutoEstimate Pros — estimating platform for US auto-repair professionals
AutoEstimate Pros: the estimating workspace — vehicles, line items, labor rates, photos and approval status in one screen.

What we built

A multi-tenant SaaS where each shop gets its own workspace, its own labor rates and its own team — and the estimate becomes something a customer can approve from their phone in the parking lot.

  • Estimate builder — parts, labor hours and markup math done live, with per-shop labor rates, so the number is right the first time.
  • VIN decode — plate-to-vehicle in seconds via the national VIN registry, with graceful manual fallback.
  • Photo documentation — damage photos attached to the estimate, so the supplement is evidence, not an argument.
  • One-tap customer approval — a secure tokenized link the customer opens from a text; no login, no printout, no phone tag.
  • Insurer comparison — the shop's estimate side by side with the insurer's, line by line, so the supplement conversation starts from facts.
  • Invoices & reports — approved work flows straight to a branded invoice and into the shop's numbers.
The estimate stopped being paperwork and became the document that sells the job.

Why it works

Same playbook, third industry: find the step where the customer stalls — here, the approval — and collapse it to one tap. Then make the money story honest: photos behind every line, comparison against the insurer, and an invoice that reconciles with what was actually approved.

The transferable part

The playbook, in four moves

It doesn't matter whether you sell cabins, cleanings or collision repairs. The sequence is the same.

01

Answer the objection on the page

Every question a buyer has to phone about is a question you can lose them to. Configure, estimate, finance, reassure — inline.

02

Make the operation self-driving

If a human has to route it, chase it or retype it, it will fail at volume. Automate assignment, status and proof.

03

Build the money in from day one

Collection, escrow, fees, payouts and a real ledger. Retrofitting this is the most expensive mistake in the category.

04

Measure to settled revenue

Attribute to the deposit, not the click. Then fund what survived the bank statement.

In their words

What changes on the inside

★★★★★
“The product page used to raise more questions than it answered. Now the page does the selling and we only pick up the phone for the buyers who genuinely want a human.”
FounderHigh-ticket e-commerce(sample)
★★★★★
“We ran the schedule out of a group chat. Now jobs assign themselves, the crew app closes them with photos, and I only look at exceptions.”
Operations leadHome services marketplace(sample)

Marked (sample) because they're representative, not attributed. We don't publish a quote until the client has approved it by name.

Capacity, honestly

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